Performance distribution parameters

Start date

Start of the evaluation. Enter the start date in the form dd.mm.yy.

The default setting is the beginning of the current year.

Evaluation date

Evaluation date of the evaluation, which you can enter in the form dd.mm.yy.

The default setting is the current date or the evaluation date entered in the input field on the "Start" tab.

Currency

Evaluation currency.

The default setting is the currency from the properties of the input object (holder, portfolio, securities account).

You can also specify a different currency for the overview by selecting the desired currency from the list.

Classification

From all the asset classifications created, select the one according to which the items are to be split.

You can find out how to create your own asset classifications in the section Create new asset classification.

The "Asset class" classification is selected by default.